AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | $473.0 | 110045 | |
| MFS INSTITUTIONAL ADVISORS INC. | $111.8 | 107144 | |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | $69.1 | 109684 | |
| CRESCENT CAPITAL GROUP LP | $43.8 | 153966 | |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | $24.7 | 111470 | |
| BGO US REAL ESTATE LP | $18.3 | 157034 | |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | $3.5 | 137813 | |
| ADVISORS ASSET MANAGEMENT, INC. | $2.0 | broker-dealer | 46727 |
| CRESCENT CAP ADVISORS, LLC | $1.9 | 175430 | |
| CRESCENT CREDIT OPPORTUNITIES, LLC | $0.0 | - | |
| CRESCENT EUROPEAN SPECIALTY LENDING II LLC | $0.0 | - | |
| CRESCENT GLOBAL CLO MANAGEMENT, LLC, MANAGEMENT SERIES | $0.0 | 326263 | |
| MFS FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 31052 |
| CRESCENT EUROPEAN SPECIALTY LOAN S.A.R.L. | $0.0 | 296375 | |
| CDL FUND III GP, LLC | $0.0 | - | |
| CRESCENT CREDIT SOLUTIONS VIII, LLC | $0.0 | - | |
| CRESCENT EUROPEAN SPECIALTY LENDING LLC | $0.0 | - | |
| SUN LIFE CAPITAL MANAGEMENT (CANADA) INC. | $0.0 | broker-dealer | - |
| CRESCENT CAPITAL GROUP HIGH INCOME LLC | $0.0 | - | |
| CRESCENT CREDIT EUROPE LLP | $0.0 | 296370 | |
| CRESCENT DIRECT LENDING MANAGEMENT, LLC | $0.0 | 296371 | |
| CRESCENT DIRECT LENDING SBIC, LLC | $0.0 | - | |
| CRESCENT SYNDICATED CREDIT SOLUTIONS LLC | $0.0 | - | |
| CDL FUND II GP, LLC | $0.0 | - | |
| CRESCENT EUROPEAN SPECIALTY LENDING III LLC | $0.0 | - | |
| CPCP GENERAL PARTNER LLC | $0.0 | - | |
| CRESCENT SBIC MANAGEMENT, LLC | $0.0 | 296373 | |
| CRESCENT SPECIAL SITUATIONS LP | $0.0 | - | |
| CRESCENT DIRECT LENDING, LEVERED, LLC | $0.0 | - | |
| CRESCENT MEZZANINE VII, LLC | $0.0 | - | |
| TCW/CRESCENT MEZZANINE MANAGEMENT V, LLC | $0.0 | 296367 | |
| CRESCENT SENIOR SECURED LOAN MANAGEMENT LLC | $0.0 | - | |
| CRESCENT MEZZANINE VI, LLC | $0.0 | - | |
| CRESCENT DIRECT LENDING, LLC | $0.0 | - | |
| TCW/CRESCENT MEZZANINE V, LLC | $0.0 | - | |
| CRESCENT PRIVATE CREDIT PARTNERS MANAGEMENT, LLC | $0.0 | 299050 | |
| CRESCENT CREDIT OPPORTUNITIES GP, S.A R.L. | $0.0 | - | |
| CRESCENT CAPITAL GROUP HIGH INCOME B, LLC | $0.0 | - | |
| SLGI ASSET MANAGEMENT INC. | $0.0 | broker-dealer | - |
| BENTALLGREENOAK (CANADA) LIMITED PARTNERSHIP | $0.0 | - | |
| INFRARED CAPITAL PARTNERS LIMITED | $0.0 | 161187 | |
| BENTALLGREENOAK REAL ESTATE US LLC | $0.0 | broker-dealer | 157909 |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | $0.0 | broker-dealer | 170062 |
| CRESCENT DIRECT LENDING SMA MANAGEMENT LLC | $0.0 | 316042 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
18 active
| Name | Title |
|---|---|
| HAWLEY, GEORGE, PUSEY | GENERAL COUNSEL |
| CHAPUS, JEAN-MARC | MEMBER, MEMBER |
| ATTANASIO, MARK, LOUIS | MEMBER, MEMBER |
| BARRIOS, ERIK, GEORGE | CHIEF COMPLIANCE OFFICER |
| BARRIOS, RAYMOND, FELICIANO | PRESIDENT |
| HALL, ERIC, ROBERT | CHIEF EXECUTIVE OFFICER |
| BOUEK, KIRILL | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.3 | $0.0 | 0% | 0 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 0 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.2 | 134% | 0 | 0 | 0% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA, CA-01/03/2023, MA-01/03/2023, NY-01/03/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV